PERFEX- Create a Task, record a Timesheet and make the task Billable/Invoice - BEST CRM
Тәжірибелік нұсқаулар және стиль
Here's a step-by-step guide to creating a task, recording the time taken to execute the task, and making the task billable in Perfex
1. Create a Task
2. Save the Task
3. Add Assignee
4. Record Time Taken
5. Complete Task
6. On Invoice Select Customer and Project
7. Check for Billable complete tasks
By following these steps, a consultant using Perfex can create a task, record the time taken to execute it using the timer and make the task billable. This streamlines the process of tracking work, managing billable hours, and ensuring accurate billing for consulting services.
*** Sign up for blogs and KZread alerts on PERFEX and other business software
sign up👉sendfox.com/lp/m74n0v ***
🔥We provide PERFEX to Small Businesses, we do everything from the technical setup, and customization to support throughout your business journey.
Contact us today 📩: Info@successbydesign.co.za
Book a free PERFEX demo now: calendly.com/terrill-successb...
Visit our website: successbydesign.co.za/perfex-...
Thanks for watching, and if you have any questions or would like to learn more about PERFEX
Thanks for watching, and if you have any questions or would like to learn more about PERFEX
#crm #perfex #timesheets #billing
Пікірлер: 3
Hi ! how to allow project members to see projects total rate ?
@successbydesign3483
4 ай бұрын
What do you mean?
@samsam90956
4 ай бұрын
@@successbydesign3483 I have perfex crm, and when I create a new project and mark the executors on it, from the side of the executors is not visible information about the cost of the project. But in the project settings I set a fixed rate and write the price. Once, a few months ago I was able to find and change the setting so that employees can see the fixed cost of the project, but after the update I can not find where I can let employees of a particular project to see how much this project costs (usually it appears in the project overview section).